Valeo Financial Advisors’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Hold |
59,850
| – | – | 0.02% | 397 |
|
|
2025
Q1 | $660K | Hold |
59,850
| – | – | 0.02% | 340 |
|
|
2024
Q4 | $674K | Hold |
59,850
| – | – | 0.02% | 338 |
|
|
2024
Q3 | $717K | Hold |
59,850
| – | – | 0.02% | 323 |
|
|
2024
Q2 | $733K | Hold |
59,850
| – | – | 0.02% | 294 |
|
|
2024
Q1 | $761K | Hold |
59,850
| – | – | 0.03% | 282 |
|
|
2023
Q4 | $761K | Sell |
59,850
-13,400
| -18% | -$170K | 0.03% | 264 |
|
|
2023
Q3 | $949K | Hold |
73,250
| – | – | 0.04% | 215 |
|
|
2023
Q2 | $911K | Hold |
73,250
| – | – | 0.04% | 217 |
|
|
2023
Q1 | $891K | Hold |
73,250
| – | – | 0.04% | 229 |
|
|
2022
Q4 | $906K | Hold |
73,250
| – | – | 0.05% | 203 |
|
|
2022
Q3 | $845K | Hold |
73,250
| – | – | 0.05% | 191 |
|
|
2022
Q2 | $872K | Hold |
73,250
| – | – | 0.05% | 176 |
|
|
2022
Q1 | $1.02M | Hold |
73,250
| – | – | 0.05% | 194 |
|
|
2021
Q4 | $1M | Hold |
73,250
| – | – | 0.05% | 190 |
|
|
2021
Q3 | $975K | Buy |
+73,250
| New | +$975K | 0.06% | 182 |
|